Jul. 13 at 6:45 PM
A lot of volatility in the market which has given led to some breakouts and some amazing opportunities:
Opportunities:
-
$ORCL This is a
$300+ stock available at a deep discount. Buy it and sit on it. Most likely it will rally before the upcoming earnings Remember their topline is growing from
$60BN to
$90BN in no time. And they will start paying down their debt as that occurs.
-
$APP It is a cash machine with exceptional growth rate. At a huge discount given sell off today. This will be a
$600-700 stock before next earnings
-
$LYFT and
$UBER They both recently benefited from the World Cup given US is their biggest market. That upswing will be reflected in next quarter earning which is why the stock has been on upswing but in my opinion, still very cheap
-
$MU: The sell off due to SK Hynix is dumb. Micron sells higher end memory which is highly constrained from supply perspective. The stock is at 7x earnings. This memory shortage is expected to last several years
contd.....
